-10.4%
SHW vs WCN
-9.4%
-0.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.8% |
| 7D | -4.5% | -4.4% | 0.0% | -3.8% |
| 30D | -12.7% | -4.4% | -8.2% | -12.1% |
| 3M | +4.7% | +0.5% | +4.2% | +4.5% |
| 6M | -3.4% | -3.3% | -0.2% | -3.2% |
| YTD | -1.3% | -8.5% | +7.2% | +0.6% |
| 1Y | -10.4% | -8.9% | -1.4% | -7.5% |
| All | -10.4% | -9.4% | -0.9% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WCN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling